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Bruce G. Allen Investments’s F&G Annuities & Life FG Stock Holding History

Bruce G. Allen Investments’s Portfolio FG Stock Details FG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7
Closed -$216 – 1107
2025
Q4 		$216 Buy
+7
New +$219 ﹤0.01% 1050

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bruce G. Allen Investments's FG Position: Q1 2026 in Review

Bruce G. Allen Investments sold out of F&G Annuities & Life (FG) in Q1 2026, closing a stake of 7 shares — an estimated $216 sold.

Bruce G. Allen Investments first reported a position in FG in Q4 2025 and held it in 1 quarter. The position peaked at $216 in Q4 2025. 330 funds tracked by Wall St. Rank hold FG as of Q1 2026.

  • Bruce G. Allen Investments reported no remaining F&G Annuities & Life position as of Q1 2026 after selling out during the quarter.
  • Bruce G. Allen Investments sold 7 F&G Annuities & Life shares in Q1 2026, an estimated $216.
  • Bruce G. Allen Investments first reported a position in F&G Annuities & Life in Q4 2025 and held it in 1 quarter.
  • Bruce G. Allen Investments's F&G Annuities & Life position peaked at $216 in Q4 2025.
  • 330 funds tracked by Wall St. Rank held F&G Annuities & Life as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.